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American Express

2,883 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,069 increasing their positions, 1,217 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

34% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,883
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.31B
Puts
$2.04B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1401
Allegheny Financial Group
Pennsylvania
$1.2M
PFA
1402
Pathway Financial Advisers
Indiana
$1.2M
TWM
1403
Trueblood Wealth Management
Ohio
$1.19M
BIM
1404
Bridges Investment Management
Nebraska
$1.19M
FFA
1405
Founders Financial Alliance
North Carolina
$1.19M
LA
1406
LVW Advisors
New York
$1.19M
HDIM
1407
Hanson & Doremus Investment Management
Vermont
$1.19M
AIM
1408
Aspen Investment Management
Michigan
$1.19M
FMN
1409
Financial Management Network
California
$1.19M
BB
1410
Burford Brothers
Texas
$1.19M
AA
1411
Advisory Alpha
Michigan
$1.19M
OC
1412
Oakworth Capital
Alabama
$1.18M
CANC
1413
Culbertson A N & Co
Virginia
$1.18M
TYCC
1414
Texas Yale Capital Corp
Florida
$1.18M
MAM
1415
McLaughlin Asset Management
Illinois
$1.18M
BJF
1416
Blue Jean Financial
New York
$1.18M
FFA
1417
First Foundation Advisors
California
$1.18M
IIM
1418
Ipswich Investment Management
Massachusetts
$1.18M
AWM
1419
Angeles Wealth Management
California
$1.17M
MIM
1420
MTM Investment Management
South Carolina
$1.17M
AHL
1421
Abel Hall LLC
Louisiana
$1.17M
EIM
1422
Ervin Investment Management
Washington
$1.17M
GWA
1423
Gratus Wealth Advisors
Virginia
$1.17M
OFS
1424
Orrstown Financial Services
Pennsylvania
$1.17M
EI
1425
Ellevest Inc
New York
$1.16M